Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

<ul>
<li>Influential proxy advisors ISS and Glass Lewis have endorsed the proposed merger between AkzoNobel and Axalta, citing strong strategic complementarity and approx.</li>
<li>USD 600m in expected synergies. Axalta brings strong automotive coatings expertise, while AkzoNobel adds industrial, marine, and decorative paints (Flexa, Sikkens).</li>
<li>AkzoNobel shareholders would receive 55% of the new NYSE-listed company plus a EUR 2.5bn special dividend; Axalta shareholders get 45%. </li>
</ul>


Influential proxy advisors ISS and Glass Lewis have endorsed the proposed merger between AkzoNobel and Axalta, citing strong strategic complementarity and approx.
USD 600m in expected synergies. Axalta brings strong automotive coatings expertise, while AkzoNobel adds industrial, marine, and decorative paints (Flexa, Sikkens).
AkzoNobel shareholders would receive 55% of the new NYSE-listed company plus a EUR 2.5bn special dividend; Axalta shareholders get 45%. 


<ul><li>In this edition: • Ahold Delhaize | U.S. grocery demand weakens as volume declines outweigh inflation • E-commerce & Logistics | Chinese platforms facing increasing legal & regulatory risks • Corporate Agenda | week 30 - 33</li></ul>

In this edition: • Ahold Delhaize | U.S. grocery demand weakens as volume declines outweigh inflation • E-commerce & Logistics | Chinese platforms facing increasing legal & regulatory risks • Corporate Agenda | week 30 - 33

What's News in Amsterdam - 20 July (Ahold Delhaize | E-commerce & Logistics | Corporate agenda)

<ul><li>In this edition: • AkzoNobel | impairment on Russian assets looks inevitable • ASML Holding | strongly raises FY26 net sales and gross margin outlook • ASML Holding / ASM Int’l / Besi | SEMI strongly increases global semiconductor equipment sales forecast • TomTom | reiterates FY26 outlook as well as return to revenue growth from 2027 onwards • Bnode | political deadlock over proposed savings on management contract with bpost • Bnode | bpost launches personal locker rentals via its Bbox network • E-commerce and Logistics | MediaMarkt partners with Wolt for flash delivery in Germany</li></ul>

In this edition: • AkzoNobel | impairment on Russian assets looks inevitable • ASML Holding | strongly raises FY26 net sales and gross margin outlook • ASML Holding / ASM Int’l / Besi | SEMI strongly increases global semiconductor equipment sales forecast • TomTom | reiterates FY26 outlook as well as return to revenue growth from 2027 onwards • Bnode | political deadlock over proposed savings on management contract with bpost • Bnode | bpost launches personal locker rentals via its Bbox network • E-commerce and Logistics | MediaMarkt partners with Wolt for flash delivery in Germany

<ul><li>In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data breach at Odido • Shell | divests Sprng Energy to Aditya Birla Renewables for USD 1.8bn • Allegro | strong momentum continued in 2Q26</li></ul>

In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data breach at Odido • Shell | divests Sprng Energy to Aditya Birla Renewables for USD 1.8bn • Allegro | strong momentum continued in 2Q26

What's News in Amsterdam - 14 July (AkzoNobel | KPN | Shell | Allegro)

<ul><li>In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell | faces allegations of misleading UK Courts regarding Niger Delta pollution litigation • E-com & Logistics | Canada Post and China’s Chunghwa Post suspend parcel deliveries to EU • Corporate agenda | week 28 - 32</li></ul>

In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell | faces allegations of misleading UK Courts regarding Niger Delta pollution litigation • E-com & Logistics | Canada Post and China’s Chunghwa Post suspend parcel deliveries to EU • Corporate agenda | week 28 - 32

Portugal

CTT-Correios de Portugal SA provides commercial services. The Company offers multi-services platform including efficient postal delivery services, and financial services. CTT-Correios delivers letters and packages worldwide.

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Ctt-Correios De Portugal Sa (CTT PL)

What's News in Amsterdam

Influential proxy advisors ISS and Glass Lewis have endorsed the proposed merger between AkzoNobel and Axalta, citing strong strategic...

The IDEA!

What's News in Amsterdam - 20 July (Ahold Delhaize | E-commerce & Logistics | Corporate agenda)

In this edition: • Ahold Delhaize | U.S. grocery demand weakens as volume declines outweigh inflation • E-commerce & Logistics | Chinese...

The IDEA!

bpost SA - What's News in Amsterdam

In this edition: • AkzoNobel | impairment on Russian assets looks inevitable • ASML Holding | strongly raises FY26 net sales and gross margin...

The IDEA!

What's News in Amsterdam - 14 July (AkzoNobel | KPN | Shell | Allegro)

In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data...

The IDEA!

Shell PLC - What's News in Amsterdam

In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell |...

The IDEA!

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